Lead Integration (Everquote, Quotewizard, All Web Leads, etc.)

Lesson 4: Integrating Leads

MVP has integration available so your leads can come directly into your MVP account.

Watch Video

To set up Integration with EverQuote please follow these steps:

1. Click your name in the top right
2. Click "Account Information"
3. Where it says, "EverQuote API Integration URL" click "Copy to Clipboard" on the right hand side
4. Login to your EverQuote Account
5. Go to "Campaigns"
   
6. Select your desired campaign
   
7. Got to the "Delivery" tab
   
8. Click "Add Lead Management System"
9. Choose "Agency MVP" from the drop down
10. For "Data Format", select JSON Payload Format
    
11. Paste the copied URL from your MVP Account Information page in the URL Box
12. Save changes.
13. If you run multiple campaigns in EverQuote, you'll need to repeat steps 6-12 for each campaign that you run

Watch EverQuote Integration Video

Email Parser for "EverQuote Marketing Services" Leads
- If you are purchasing "EverQuote Marketing Services" leads, you can provide your EverQuote account rep with your webhook email, which will be {orgApiToken}@parse.agencymvp.com. Your "orgAPItoken" can be found on your Account Information page in Agency MVP.

For all other lead providers, please follow these steps:

1. Click your name in the top right
2. Click "Account Information"
3. Where it says, "Organization Token" click "Copy to Clipboard" on the right hand side
4. Go into your email and draft a new message
5. Paste into the body of a message
6. Ask your lead provider to include this as a lead management system for all your leads.
7. Give it a little time for them to update, but then your leads will start coming into your MVP Account under API Leads

Email Parser for AllWebLeads:
For AWL there is an additional option on top of API delivery, for their regular leads. The only reason to use it over API delivery is if you are unable for any reason to do the API setup. The primary use case for this is a district that has one AWL account with multiple campaigns per agent. AWL allows only one API endpoint for the entire account, but they allow different email webhooks for each campaign. You will use your email webhook to get this connected which will be {orgApiToken}@parse.agencymvp.com. Your "orgAPItoken" can be found on your Account Information page in Agency MVP.

For Zapier:

• Check out the video instructions here 
• Check out the written instructions here.

Currently we are integrated with:

AllWebLeads, CallerReady, Datalot, EverQuote, ExclusiveTelemarketing, G4SMarketing, GenieLeads, HBW, HomeTown Quotes, InsuranceLeadsStore, Media Alpha, ProspectsForAgents, QuoteStorm, QuoteWizard, Quoting Fast, SHIFT44, SmartFinancial, SmartFinancial Live, Suited Connector, WeSpeakInsurance, Zapier, and Zipquote

If you don't see your lead provider on the list, please follow these steps:

1. Click your name in the top right
2. Click "Account Information"
3. Where it says "Organization Token" click copy to clipboard
4. Go to your email and draft a new message.
5. Paste the instructions below in the message:
6. Include your token in the message and send it to your lead provider.

"I need my leads with (Your lead provider's Name) integrated with Agency MVP ASAP.  Their API documentation can be found at https://developers.agencymvp.com/docs/create-lead/# 

You will need to reach out to their Engineering team to gain access to the Sandbox and production environments.  You can reach them at Admin@AgencyMVP.com.  My Org Token for the API is (Insert the Token in your account you copied.) 

Your immediate attention to this API is critical to ensuring I work your leads effectively.  Thank you for your prompt attention to it."